Atria Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.28M | Buy |
65,940
+31,614
| +92% | +$3.49M | 0.08% | 269 |
|
|
2025
Q4 | $3.78M | Sell |
34,326
-2,888
| -8% | -$318K | 0.04% | 470 |
|
|
2025
Q3 | $4.11M | Sell |
37,214
-12,799
| -26% | -$1.41M | 0.05% | 456 |
|
|
2025
Q2 | $5.52M | Buy |
50,013
+6,930
| +16% | +$764K | 0.07% | 351 |
|
|
2025
Q1 | $4.76M | Sell |
43,083
-10,310
| -19% | -$1.14M | 0.06% | 385 |
|
|
2024
Q4 | $5.88M | Sell |
53,393
-19,924
| -27% | -$2.2M | 0.07% | 303 |
|
|
2024
Q3 | $8.11M | Buy |
73,317
+2,417
| +3% | +$267K | 0.1% | 230 |
|
|
2024
Q2 | $7.83M | Sell |
70,900
-33,472
| -32% | -$3.69M | 0.1% | 226 |
|
|
2024
Q1 | $11.5M | Sell |
104,372
-6,244
| -6% | -$689K | 0.16% | 149 |
|
|
2023
Q4 | $12.2M | Buy |
110,616
+32,045
| +41% | +$3.53M | 0.19% | 124 |
|
|
2023
Q3 | $8.68M | Sell |
78,571
-314,932
| -80% | -$34.7M | 0.15% | 151 |
|
|
2023
Q2 | $43.5M | Sell |
393,503
-5,900
| -1% | -$650K | 0.78% | 14 |
|
|
2023
Q1 | $44.1M | Buy |
399,403
+23,814
| +6% | +$2.62M | 0.84% | 14 |
|
|
2022
Q4 | $41.3M | Sell |
375,589
-30,550
| -8% | -$3.36M | 0.85% | 14 |
|
|
2022
Q3 | $44.7M | Sell |
406,139
-75,186
| -16% | -$8.27M | 0.99% | 12 |
|
|
2022
Q2 | $53M | Buy |
481,325
+435,285
| +945% | +$48M | 1.11% | 8 |
|
|
2022
Q1 | $5.08M | Buy |
46,040
+33,670
| +272% | +$3.71M | 0.09% | 283 |
|
|
2021
Q4 | $1.37M | Buy |
12,370
+2,881
| +30% | +$318K | 0.02% | 706 |
|
|
2021
Q3 | $1.05M | Sell |
9,489
-5,233
| -36% | -$578K | 0.02% | 767 |
|
|
2021
Q2 | $1.63M | Sell |
14,722
-1,278
| -8% | -$141K | 0.03% | 585 |
|
|
2021
Q1 | $1.77M | Sell |
16,000
-5,838
| -27% | -$645K | 0.04% | 489 |
|
|
2020
Q4 | $2.41M | Buy |
21,838
+4,505
| +26% | +$498K | 0.06% | 366 |
|
|
2020
Q3 | $1.92M | Sell |
17,333
-35,815
| -67% | -$3.97M | 0.06% | 353 |
|
|
2020
Q2 | $5.89M | Buy |
+53,148
| New | +$5.89M | 0.2% | 123 |
|
|
2020
Q1 | – | Sell |
-14,152
| Closed | -$1.56M | – | 1085 |
|
|
2019
Q4 | $1.56M | Buy |
+14,152
| New | +$1.56M | 0.04% | 390 |
|
|
2019
Q1 | – | Sell |
-22,495
| Closed | -$2.48M | – | 1016 |
|
|
2018
Q4 | $2.48M | Buy |
+22,495
| New | +$2.48M | 0.11% | 150 |
|
|
2016
Q1 | – | Sell |
-2,575
| Closed | -$284K | – | 484 |
|
|
2015
Q4 | $284K | Sell |
2,575
-4,273
| -62% | -$471K | 0.03% | 329 |
|
|
2015
Q3 | $755K | Buy |
6,848
+976
| +17% | +$108K | 0.1% | 143 |
|
|
2015
Q2 | $648K | Sell |
5,872
-84,438
| -93% | -$9.31M | 0.08% | 198 |
|
|
2015
Q1 | $9.96M | Buy |
90,310
+61,530
| +214% | +$6.78M | 1.13% | 16 |
|
|
2014
Q4 | $3.17M | Buy |
28,780
+24,630
| +593% | +$2.72M | 0.34% | 49 |
|
|
2014
Q3 | $458K | Buy |
+4,150
| New | +$458K | 0.05% | 284 |
|
|
2014
Q2 | – | Sell |
-7,281
| Closed | -$803K | – | 455 |
|
|
2014
Q1 | $803K | Sell |
7,281
-10,074
| -58% | -$1.11M | 0.08% | 204 |
|
|
2013
Q4 | $1.91M | Sell |
17,355
-1,188
| -6% | -$131K | 0.19% | 102 |
|
|
2013
Q3 | $2.04M | Sell |
18,543
-75,383
| -80% | -$8.31M | 0.21% | 71 |
|
|
2013
Q2 | $10.4M | Buy |
+93,926
| New | +$10.4M | 1.26% | 22 |
|
Other funds holding SHV
MW
Atria Investments's SHV Position: Q1 2026 in Review
Atria Investments increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 92% in Q1 2026, buying an estimated $3.49M and bringing the position to 65,940 shares worth $7.28M. The position accounts for 0.08% of the portfolio, ranked #269.
Atria Investments first reported a position in SHV in Q2 2013 and has held it in 36 quarters since. The position peaked at $53M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.
- Atria Investments held 65,940 shares of iShares 0-1 Year Treasury Bond ETF worth $7.28M as of Q1 2026.
- Atria Investments bought 31,614 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.49M.
- iShares 0-1 Year Treasury Bond ETF made up 0.08% of Atria Investments's portfolio in Q1 2026, its #269 holding.
- Atria Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 36 quarters since.
- Atria Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $53M in Q2 2022.
- 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.